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nuxt/content/handbook/sales/engagements.md

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@@ -87,6 +87,7 @@ Follow these steps to create a quote.
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new quote.
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- Ensure the Deal Type is set up, "Expension" is an in-term upsel
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- Name the quote per the [Quote Naming Convention](#quote-naming-convention)
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- Ensure the Deal Type is set up, "Expansion" is an in-term upsell
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2. Fill in the Buyer Information section. This will pre-fill with the
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information from the contact in the Deal.
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3. The default Quote creator will be you. Change this if necessary.

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